Experienced Client Manager with a demonstrated history of working in the banking industry. Skilled in Cash Flow, Budgeting, Analytical Skills, Microsoft Word, and Accounting. Strong sales professional with a Master of Science (MSc) focused in Investment and finance from Queen Mary, U. of London.
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Project ManagerTicwell Nov 2020 - PresentShenzhen -
投行经理广东汉腾资产管理中心(有限合伙) May 2016 - Feb 2017中国 广东 广州 负责股权项目现场尽调,撰写投资项目的尽职调查,参与项目的合作方案、上市方案及投资合同设计和拟订。 执行保荐人对有机项目在香港上市前期的命令,协调投资项目进行股权改革,跟踪投拟投资项目的发展动态等具体落实事务。 承担编写有关投资项目的专业报告(PPT)和商业计划书。
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Client ManagerCcb - China Construction Bank Jun 2014 - May 2016Shenzhen 管理培训生,分别轮岗于分行人力资源部、个人信贷部、小企业部、结算部(国际结算岗、对私业务岗与现金岗)、机构部(财委资金监管),现负责对公业务,熟悉贷款流程与风险监控。参与过房地产企业、制造业企业与黄金珠宝企业等贷款项目,熟悉上述行业业务经营流程。 曾经与现在负责的一些较大型项目:» 茂业商厦与中兆投资的三笔共17亿元A股股权质押回购投行融资项目主要成员,完成申报书撰写、审批上会、协调通道放款的工作。» 独立负责金利福(1.6亿元)(黄金租借)、海佳创(1000万)、科聚新材料(5000万)等中型企业的前期尽职调查、中期材料撰写、表内贷款申报以及上会工作。»上市公司凯瑞德4.5亿元定增收购项目,前期营销并设计融资方案。
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Commodity AnalystInvestment Club, Queen Mary, University Of London Oct 2012 - Jun 2013London, United Kingdom• Responsible for writing reports to evaluate and reporting the gold market
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AnalystShanghai Pudong Development Bank Co. Ltd Jul 2011 - Sep 2011Guangzhou, Guangdong, China• Responsible for relationship with VIP clients and maintenance with potential clients• Responsible for POS machines, participating in marketing research, processing more than 500 customers’ data• Responsible for writing and audit application of Bank Loan Credit on Sanxing Group (50million) and Sinopec BP
Eric Lee Education Details
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Investment And Finance -
Accounting And Finance -
Finance, General
Frequently Asked Questions about Eric Lee
What company does Eric Lee work for?
Eric Lee works for Ticwell
What is Eric Lee's role at the current company?
Eric Lee's current role is Ticwell - Project Manager.
What schools did Eric Lee attend?
Eric Lee attended Queen Mary, U. Of London, University Of Essex, Guangdong University Of Foreign Studies.
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